SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $612,000 | -0.5% | 14,957 | +0.9% | 0.23% | -10.2% |
| Q3 2021 | $615,000 | +1.3% | 14,818 | +1.6% | 0.26% | +2.0% |
| Q2 2021 | $607,000 | +7.8% | 14,585 | +2.2% | 0.25% | +1.2% |
| Q1 2021 | $563,000 | +4.6% | 14,273 | -0.1% | 0.25% | -0.4% |
| Q4 2020 | $538,000 | +16.7% | 14,281 | +0.7% | 0.25% | +2.5% |
| Q3 2020 | $461,000 | +17.0% | 14,184 | +6.5% | 0.24% | +5.2% |
| Q2 2020 | $394,000 | +36.3% | 13,315 | +12.3% | 0.23% | +10.6% |
| Q1 2020 | $289,000 | -25.1% | 11,858 | +6.3% | 0.21% | -7.1% |
| Q4 2019 | $386,000 | +8.7% | 11,150 | -0.2% | 0.22% | -0.4% |
| Q3 2019 | $355,000 | +69.9% | 11,173 | +74.7% | 0.22% | +69.2% |
| Q2 2019 | $209,000 | – | 6,394 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 962,708 | $36,554,000 | 13.30% |
| Morton Brown Family Wealth, LLC | 193,692 | $7,354,000 | 5.56% |
| Johnson Financial Group, LLC | 746,604 | $28,349,000 | 4.75% |
| Strategic Financial Planning, Inc. | 149,918 | $5,692,000 | 4.73% |
| Fortress Wealth Management, Inc. | 150,906 | $5,730,000 | 4.39% |
| Upper Left Wealth Management, LLC | 107,519 | $4,107,000 | 4.26% |
| Kathleen S. Wright Associates Inc. | 148,047 | $5,621,000 | 4.10% |
| ACT WEALTH MANAGEMENT, LLC | 188,303 | $7,150,000 | 4.07% |
| McAdam, LLC | 936,410 | $35,555,000 | 3.36% |
| Southern Wealth Management, LLP | 267,768 | $10,167,000 | 3.31% |